SOA Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.6K | Buy |
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|
2025
Q2 | $8.73K | Hold |
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|
2025
Q1 | $8.25K | Hold |
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|
2024
Q4 | $6.93K | Hold |
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|
2024
Q3 | $6.96K | Hold |
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|
2024
Q2 | $6.15K | Sell |
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|
2024
Q1 | $7.1K | Hold |
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|
2023
Q4 | $6.6K | Hold |
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|
2023
Q3 | $5.91K | Hold |
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|
2023
Q2 | $6.15K | Hold |
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|
2023
Q1 | $6.32K | Hold |
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|
2022
Q4 | $5.85K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Buy |
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